Personal Financial Counselor Trainee , PFC

Magellan Health

2d • $45,655 - $68,485

About The Position

This position involves receiving training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC). The trainee will be responsible for providing education, information, and assistance to members, providers, and other customers. They will learn to provide personal financial counseling and management services for service members and their families, assist service members in establishing spending plans for extended absences, and coordinate and publicize Personal Financial Management classes and workshops. The role also includes learning to effectively utilize virtual counseling and other electronic communication modes, managing duty-to-warn situations according to Department of Defense (DoD) protocol, communicating with leadership, and participating in regular supervision and training classes. All other duties as assigned.

Requirements

• Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position).
• Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• Must be a U.S. citizen and speak fluent English.
• Must be able to speak and provide presentations in front of small or large groups.
• If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation status.
• Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment.
• Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic.
• Must demonstrate ethical conduct and always maintain confidentiality.

Nice To Haves

• Bilingual in English and Spanish (if required by contract).

Responsibilities

• Providing education, information, and assistance to members, providers, and other internal and external customers.
• Learning to provide personal financial counseling and management services for service members and their families.
• Learning to assist service members in establishing a spending plan for extended absences.
• Learning to coordinate, publicize, and provide a wide variety of Personal Financial Management classes and workshops.
• Learning to effectively utilize virtual counseling or other electronic modes of communication.
• Learning to manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicating with leadership and participating in regular individual and group supervision.
• Participating in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate.

Benefits

• Short-term incentives
• Comprehensive benefits package
• Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level